To use this functionality, ensure the setup is done via the "Purchases & Payables" screen. 'Default' will use standard BC functionality so just the 'Automatic' and 'Automatic with Prompt' are detailed below.
Automatic
When 'Automatic' is selected and a "Sales Order" has Item lines are that are set as Drop Shipment, the "Purchase Order" is created and Lines are added using the Drop Shipment functionality. Goods received/shipped are marked simultaneously on both the Sales and Purchase Orders at the same time as they are connected. From the "Purchase Order", the Post Invoice option can be selected which will create and post the "Purchase Invoice". Doing this breaks the link to the "Sales Order" which remains open so a User must manually invoice that.
Automatic with Prompt
When the 'Automatic with Prompt" option is selected, the above initial process remains the same. However at the point of pressing the Post Invoice option from the "Purchase Order", a confirmation box appears asking the User if they want to remove the link to the "Sales Order". If 'yes' is chosen, it works in the same way that Automatic does, creating and posting the "Purchase Order" and breaking the link to the "Sales Order" leaving that open to post the invoice manually. If 'No' is chosen, no changes occur, the "Purchase Order" remains open, the link between the Sales and Purchase documents remain and the "Sales Order" must be posted before the Purchase as per standard functionality.